Arcosa, Inc.
ACA · Price history
Price at last available close
$149.15
+$2.62 (+1.79%) 1M
2026-10-22
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Company & revenue
About Arcosa, Inc.
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and solutions. The company primarily serves the construction, energy, and transportation industries, operating through three distinct business segments. The Construction Products division provides natural and recycled aggregates, specialized materials, and protective equipment like trench shields and shoring, supporting a wide range of residential, commercial, agricultural, and general infrastructure projects.
How they make money
Arcosa operates as a provider of infrastructure-related products and solutions, generating revenue primarily through the manufacturing and sale of construction materials, engineered structures, and transportation products. The company serves North American markets by leveraging its production facilities to supply essential components for infrastructure projects, including electricity transmission, wind energy, and transportation networks.
Products & services
The company produces natural and recycled aggregates, specialty materials, asphalt, utility structures for electricity transmission and distribution, structural wind towers, traffic and lighting structures, telecommunication structures, and inland barges.
Brands & revenue mix
No separate brand or brand-level revenue disclosure was confirmed in the reviewed sources. This does not mean the company has no brands.
Product / operating segments
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer types
Disclosed major customers
- GE Vernova, Inc.Source
Customer concentration
For the year ended December 31, 2025, revenues from GE Vernova, Inc. constituted 12.2% of consolidated revenues.
Suppliers, materials & equipment
- Steel and raw material suppliers — The company relies on various suppliers for steel and other raw materials used in its manufacturing processes; specific supplier names are not disclosed.Source
Competitors
- Domestic and foreign wind tower producers — Competitors in the wind towers business within the Engineered Structures segment.Source
Strengths
- Leading brands serving construction, engineered structures, and transportation markets in North AmericaSource
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
54
Fair
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
58
Fair
Financial Strength
56
Business Quality / Moat
61
Management
85
Growth Quality
16
Risk / Durability
66
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
70
Fair
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
64/100
Building Historical Record
Model Score 64/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is mixed across its combined quality, valuation and risk inputs. Review the category scores to identify what is helping or hurting the result.
At today’s price, the WSS valuation framework currently reads as relatively attractive.
The model outlook is currently moderate.
- •Valuation scores attractively
- •M&A headline · Sep 4, 2026
- •M&A headline · Aug 3, 2026
- •Revenue fundamentals are weak
- •Asset quality is a weaker factor
Company-specific research
Questions worth answering for ACA
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •What is driving ACA's revenue decline, and does the latest company filing suggest the weakness is temporary or structural?
- •Is ACA's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Is ACA's debt load manageable relative to cash generation, interest costs and upcoming maturities?
- •Is ACA's valuation discount tied to a temporary concern or to a longer-term business risk?
Essential Investment Snapshot
Wall Street Score
54
Opportunity Score
70
Market Cap
$7.32B
P/E Ratio
14.6
EPS
$10.00
52-Week High
$146.92
52-Week Low
$89.03
Beta
1.07
Intrinsic Value
$259.71
Analyst Target
$145.00
Shares Outstanding
49.0M
Total Revenue
$2.74B
Total Debt
$1.44B
Dividend Yield (TTM)
0.13%
Liquidation Value / Share
$60.88
Dividend / Share (TTM)
$0.20
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Neutral / mixed momentum
Low movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for ACA
Detected from reported data — verify before acting.Dividend history reported
Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.
M&A headline · Sep 4, 2026
Arcosa Stockholders Approve Acquisition by CRH — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
Business WireM&A headline · Aug 3, 2026
$HAREHOLDER ALERT: The M&A Class Action Firm Continues To Investigate The Merger--ACA, CRNX, LEG, and LPSN — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
GuruFocusCommunity Sentiment
0 active · 0 total callsNo personal call yet on ACA.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Leading brands serving construction, engineered structures, and transportation markets in North America.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Construction Materials industry.
- −Elevated interest rates causing a slowdown in residential housing markets.
- −Dependence on infrastructure project funding levels such as the TxDOT Unified Transportation Program.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
5 historical score records availablePrevious Score
54
Sep 8, 2026
Change
Unchanged
Current Score
54
Oct 1, 2026
Category Changes
ACA score was unchanged.
Projected Score
Projected Score
58
Projected Change
+4.6 points
Preliminary comparable-period financial changes suggest improvement of approximately 4.6 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
UndervaluedCurrent Price
$149.15
Model Intrinsic Value
$259.71
Difference
−$110.56
-42.6% vs IV
Margin of Safety
42.6%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.74B | $2.88B | $2.57B | $2.31B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $2.11B | $2.24B | $2.05B | $1.86B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $632.3M | $647.2M | $515.2M | $443.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $325.3M | $307.1M | $320.0M | $261.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $307.6M | $307.1M | $317.6M | $261.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $606.6M | $573.1M | $395.9M | $383.5M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $324.7M | $340.1M | $197.6M | $182.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $99.1M | $108.8M | $70.9M | $28.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $229.2M | $241.3M | $130.0M | $195.9M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $29.9M | $32.9M | $36.3M | $36.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $491.4M | $208.4M | $93.7M | $159.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $10.00 | $4.25 | $1.92 | $3.27 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 49.10M | 48.90M | 48.60M | 48.50M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 49.20M | 49.00M | 48.80M | 48.70M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$658.7M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$6.67
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-17.2%
Cash Change
+127.8%
Margin Change
+41.8 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Cash position grew
- Debt reduced
Potential Score Impact
Positive indicators included EPS growth, cash levels, debt levels, net income margin. Pressure indicators included revenue growth. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue declined 10.6%. EPS increased 446.7%. Cash increased 127.8%. Total debt declined 17.2%. Net income margin improved by 41.8 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
31
Smart Money
31
Number of Gurus
2
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Log in to view dividend history.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
5 historical recordsHistorical Score Chart
3 of 5 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
Related Companies
Construction MaterialsNews
Arcosa, Inc. Announces Commencement of Bondholder Calls
Arcosa, Inc. $ACA Shares Bought by Corient Private Wealth LP
Arcosa, Inc. (NYSE:ACA) Receives Consensus Rating of “Hold” from Brokerages
Arcosa Stockholders Approve Acquisition by CRH
Rumor Mill · ACA
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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